+18.4%
NRK vs VOO
+325.3%
-306.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -0.6% | -0.8% | +0.2% | -0.4% |
| 30D | -4.9% | -1.1% | -3.9% | -4.7% |
| 3M | -4.7% | +3.9% | -8.6% | -5.5% |
| 6M | -1.3% | +13.6% | -14.9% | -3.9% |
| YTD | +3.8% | +12.7% | -9.0% | +1.2% |
| 1Y | +8.1% | +17.6% | -9.4% | +4.5% |
| 3Y | +26.2% | +77.3% | -51.1% | +11.2% |
| 5Y | -3.9% | +84.1% | -88.0% | -16.6% |
| All | +18.4% | +325.3% | -306.9% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling